MILWAUKEE DRIVERS HEALTH AND WELFARE TRUST FUND (EIN 396048358) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Phone

4142582336

Tax Period

2024-07-01 to 2025-06-30

MILWAUKEE DRIVERS HEALTH AND WELFARE TRUST FUND, founded in 1958, is a mid-sized nonprofit that reported $75.9M in total revenue in fiscal year 2024.

Mission

Medical, Dental, Disability, Life Ins.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $73,685,617

Investment Income $2,240,376

Other Revenue $0

TOTAL REVENUE $75,925,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,895,097

TOTAL EXPENSES $73,726,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,925,993	$76,425,624	0.0%
Expenses	$73,726,263	$66,347,121	+0.1%
Net Income	$2,199,730	$10,078,503	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$699,601

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM CARROLL	TRUSTEE	3.00	Director	$0	$66,393	$240,862
JOHN ENGLER	TRUSTEE	3.00	Director	$0	$0	$0
STEPHEN MUSSON	TRUSTEE	3.00	Director	$0	$0	$0
FRANK SAMRA	FORMER TRUSTEE	3.00	Director	$0	$0	$0
DAVID KRAUSE	TRUSTEE	3.00	Director	$0	$65,522	$231,643
KEVIN SCHWERDTFEGER	TRUSTEE	3.00	Director	$0	$65,251	$227,096
KURT STEINHOFF	TRUSTEE	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$75,925,993	$73,726,263	$81,667,421	$2,199,730
2024	$76,425,624	$66,347,121	$74,530,496	$10,078,503
2023	$65,912,626	$69,130,554	$63,079,304	$-3,217,928
2022	$67,739,083	$66,398,051	$57,541,772	$1,341,032
2021	$66,231,155	$60,476,247	$58,236,943	$5,754,908
2020	$60,330,010	$53,238,813	$50,261,877	$7,091,197
2019	$58,060,442	$50,200,640	$41,214,143	$7,859,802
2018	$49,781,444	$45,806,836	$35,470,084	$3,974,608

MILWAUKEE DRIVERS HEALTH AND WELFARE TRUST FUND